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PINLX: DIVERSIFIED INTERNATIONAL FUND R-4 (MUTUAL FUND)
Basic Info 14.63 0(0.0%) May 13
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (87%) |
Start Date: | 12/21/2000 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 2.29% |
Expenses | 0.78% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/26/2003 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 9.5 | 17.4 | 1.7 | 7.6 | 4.9 | 7.4 | 6.4 | 7.1 | 17.2 | -19.9 | 8.9 | 17.1 | 22.5 | -17.7 | 28.2 | -0.1 | -0.8 | -3.3 | 18.3 | 17.8 | -11.5 | 12.9 | 27.1 | -46.5 | 15.7 | 26.7 | 23.5 | 19.9 | 35.2 | -16.7 | -24.7 | 4.9 |
Sharpe Ratio | NA | 2.25 | 1.12 | -0.06 | 0.33 | 0.24 | NA | NA | 0.19 | 1.07 | -1.06 | 0.67 | 0.57 | 2.06 | -1.3 | 3.46 | -0.02 | -0.05 | -0.29 | 1.46 | 1.15 | -0.44 | 0.59 | 0.95 | -1.17 | 0.63 | 1.51 | 2.06 | 1.49 | 2.54 | -0.95 | -1.55 | NA |
Draw Down(%) | NA | 5.0 | 10.6 | 30.7 | 33.8 | 36.3 | NA | NA | 62.8 | 10.6 | 29.5 | 6.9 | 33.8 | 7.4 | 25.9 | 2.7 | 11.9 | 15.1 | 12.3 | 11.2 | 14.3 | 24.8 | 18.6 | 26.8 | 56.2 | 14.1 | 18.5 | 7.5 | 11.1 | 14.9 | 26.6 | 36.4 | NA |
Standard Deviation(%) | NA | 11.1 | 11.6 | 15.3 | 18.5 | 16.1 | NA | NA | 19.0 | 12.2 | 20.2 | 13.3 | 29.4 | 10.2 | 14.6 | 8.0 | 16.9 | 14.7 | 11.6 | 12.5 | 15.5 | 26.3 | 22.0 | 28.5 | 40.6 | 20.1 | 15.6 | 10.4 | 12.8 | 13.6 | 18.6 | 17.7 | NA |
Treynor Ratio | NA | 0.25 | 0.14 | -0.01 | 0.06 | 0.04 | NA | NA | 0.04 | 0.14 | -0.23 | 0.09 | 0.18 | 0.22 | -0.18 | 0.27 | 0.0 | -0.01 | -0.04 | 0.19 | 0.2 | -0.12 | 0.13 | 0.29 | -0.49 | 0.12 | 0.23 | 0.25 | 0.23 | 0.38 | -0.19 | -0.28 | NA |
Alpha | NA | 0.03 | 0.01 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.04 | -0.01 | 0.03 | 0.01 | -0.01 | 0.01 | -0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | -0.04 | 0.01 | 0.01 | 0.04 | 0.02 | 0.01 | -0.02 | -0.02 | NA |
Beta | NA | 0.99 | 0.93 | 0.93 | 0.94 | 0.95 | NA | NA | 0.95 | 0.92 | 0.92 | 1.0 | 0.94 | 0.94 | 1.06 | 1.01 | 0.92 | 0.94 | 0.91 | 0.95 | 0.89 | 0.95 | 1.01 | 0.93 | 0.96 | 1.07 | 1.02 | 0.84 | 0.82 | 0.91 | 0.92 | 0.98 | NA |
RSquared | NA | 0.92 | 0.94 | 0.95 | 0.95 | 0.95 | NA | NA | 0.91 | 0.95 | 0.96 | 0.91 | 0.96 | 0.95 | 0.94 | 0.88 | 0.92 | 0.96 | 0.77 | 0.95 | 0.91 | 0.97 | 0.95 | 0.88 | 0.94 | 0.81 | 0.77 | 0.68 | 0.77 | 0.89 | 0.94 | 0.93 | NA |
Yield(%) | N/A | 0.0 | 2.3 | 4.8 | 4.5 | 3.2 | 4.4 | 5.4 | N/A | 2.5 | 0.5 | 12.6 | 0.8 | 2.2 | 5.0 | 1.8 | 1.3 | 1.0 | 1.1 | 1.8 | 2.0 | 1.1 | 1.2 | 1.7 | 1.3 | 14.9 | 11.4 | 4.9 | 2.9 | 1.1 | 0.1 | 0.1 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 276.3 | 111.4 | 99.5 | -23.1 | N/A | N/A | N/A | 262.5 | -95.8 | 1645.5 | -54.2 | -66.7 | 260.0 | 42.9 | 16.7 | -7.7 | -31.6 | 5.6 | 63.6 | 0.0 | -15.4 | -27.8 | -91.4 | 47.2 | 184.0 | 92.3 | 271.4 | 600.0 | 0.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2003
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